JIM

Jupiter Investment Management Portfolio holdings

AUM $6.26B
1-Year Est. Return 13.19%
This Quarter Est. Return
1 Year Est. Return
+13.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.25B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$144M
3
+$136M
4
ROK icon
Rockwell Automation
ROK
+$127M
5
LRCX icon
Lam Research
LRCX
+$117M

Top Sells

1
+$176M
2
+$135M
3
+$131M
4
PARA
Paramount Global Class B
PARA
+$108M
5
AZO icon
AutoZone
AZO
+$94.4M

Sector Composition

1 Technology 22.88%
2 Healthcare 22.24%
3 Consumer Discretionary 12.99%
4 Industrials 12.95%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$597K 0.01%
+7,000
302
$595K 0.01%
5,738
-46
303
$591K 0.01%
25,200
+17,600
304
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+18,438
305
$570K 0.01%
+29,800
306
$553K 0.01%
25,600
-1,197,565
307
$551K 0.01%
+19,500
308
$540K 0.01%
+2,733
309
$535K 0.01%
+10,543
310
$530K 0.01%
11,100
-100
311
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3,169
-1,739
312
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313
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+56,000
314
$505K 0.01%
+17,656
315
$482K 0.01%
13,890
-8,796
316
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317
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318
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319
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320
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5,131
-6,569
321
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9,600
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322
$383K ﹤0.01%
+3,700
323
$382K ﹤0.01%
+24,150
324
$380K ﹤0.01%
13,379
-30,627
325
$378K ﹤0.01%
+4,573
11 12
13
14 15